See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,511 | $165,335-78.5% | $149,696-76.3% | $158,922-77.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 4.30% | 348.15%-343.8pp | 276.60%-272.3pp | 302.83%-298.5pp |
| Employer contribution / active EE | $2,978 | $5,103-41.6% | $4,644-35.9% | $4,761-37.5% |
| Participant deferral / active EE | $4,149 | $7,181-42.2% | $6,842-39.4% | $5,982-30.7% |
| Admin fee / account holder | $26,438 | $10,807+144.7% | $9,309+184.0% | $11,246+135.1% |